- Press releases
- Country: United States
Cetera Acquires The SFI Group as Part of Succession Plan Helping Ensure Client Service Continuity for Financial Advisor Terry Sonnenfeld
Minneapolis-based wealth management practice with approximately $200 million in AUA becomes part of Cetera Planning Partners, the national employee-advisor RIA of Cetera SAN DIEGO, Nov. 3, 2026 /PRNewswire/ -- Cetera Financial Group, Inc. ("Cetera") has acquired the assets of The SFI...